Cairies helped Voluntary Health Scotland clean and restructure their Salesforce data, connect website enquiries, improve email processes, and build reporting—backed by practical role-based training.
Voluntary Health Scotland (VHS) is Scotland’s national intermediary and network for voluntary health organisations. Their work connects and supports a wide range of member organisations, partners and stakeholders, helping improve health and reduce inequalities across Scotland.
VHS had been using Salesforce for many years, but it wasn’t being used consistently across the team. Data was out of date, processes were disconnected, and staff confidence varied depending on individual experience. As a result, Salesforce wasn’t providing the visibility or efficiency the team needed day to day.
VHS also wanted to strengthen how enquiries and communications were handled, making sure web form submissions fed into Salesforce and email marketing was managed through their email tool.
With cleaner data and connected processes, VHS had a Salesforce setup the team could rely on. Staff could find accurate information quickly, track activity consistently and reduce the need for spreadsheets and manual workarounds. Improved reporting gave the organisation clearer visibility across their work, while training helped build confidence and consistency across the team.
“Cairies helped us to see how Salesforce could transform the way that we work at Voluntary Health Scotland (VHS), enabling us to improve our staff experience and ultimately the experience and quality of engagement with our members. Support and expertise from Cairies has transformed our approach to using data and their support has been incredibly welcome, efficient and effective, helping to build understanding and confidence in our systems and improving processes.”
